Steward Partners Investment Advisory’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$719K Buy
2025
Q1
$66.5K Buy
2024
Q4
$18K Buy
2021
Q2
Sell
2021
Q1
$5.91K Buy